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User guides

My work and searching

My work contains the documents you created and the material provided. The separate Library contains reusable sources and styles.

In brief

  1. Open My work from the bottom navigation.
  2. Search by title, client or words from the conversation.
  3. Choose Reports, Production or Meeting summaries and recordings and narrow down with the sections and Filters.
  4. Open the right result. Check the status and content before you download, share or reuse it.

Tasks

Find a document you created

Options: Search · filters · open document

  1. Open My work.
  2. Search by title, client or words from the conversation.
  3. Use the sections and filters to find the right result.
  4. Open the right version and check the status.

Understand the status of a task

Options: Working · ready · failed

  1. Find the task in My work and read the current status.
  2. With Working, wait for the final result; a draft or download may not be available yet.
  3. With Ready, open the result and check the content.
  4. With Failed, note the message and first check whether a restart is needed and allowed.

Edit or adjust a result

Options: Edit text · adjust · versions

  1. Open the right task and version.
  2. Use the visible edit or adjust controls for the relevant part of the text.
  3. Describe specifically what needs to change and review the new version.
  4. Keep an earlier version as a reference if the interface offers this.

Download or share a document

Options: Download · export · share with client

  1. Open the reviewed result.
  2. Choose the available format, for example Word, PDF or PowerPoint.
  3. Check the downloaded file before you use it outside Rapportly.
  4. In a client folder, only use Share with client for documents the client is allowed to see.

What you see can depend on your role, your plan and your organisation's integrations. Review every draft you create before you share or send it.